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Index
Version 25.3
Version 20.3 Version 20.4 Version 21.1 Version 25.2 Version 25.4 Version 26.1
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Discover Period Names
Discover Segment Properties
Expand and Explode
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Value Hierarchy
Expand Segment Values
Discover Segment Values
Discover Level
List of Values – Create
Ledger Set
Segment End Date
Next Segment Value
Account Type
Segment Tree
Parent Flag
Enabled Flag
Segment Start Date
Period Name
Financial Category
Period Name by Date
Period Start Date
Period End Date
Get Balance
Multiple Ledgers
Get Balance Options
Ledger Name
Period Offset
Functional Currency
Previous Segment Value
Segment Description
Analyze Balances
Drill to Journal or Subledger
Drill Using a Saved Template
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand User Options
Other Tools
Hide Zeros
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings
Combine Text
Last Refreshed By
Split Text
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Edit a File
Drive Types
Dropbox
Delete a File
System Administrator Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator User Options
System Administrator Server Information
Execute Report
Create Report
Drill to Saved Template
Drill on Function
Modify Run Report Function
Run Report Order
Run Report Filter
Insert Run Report Function
Calculate Reports Wand Functions
Calculation Mode
Template Manager
Report Editor
Parameter List
Reports Wand User Options
Create List of Values
Show List of Values
Clean Template

Tools

This section of the toolbar provides user access to a variety of functionality.

  1. Other – miscellaneous functionality that includes Clean Template, Show List of Values, Create List of Values.
  2. Shared Templates Drive Navigator.
  3. Reports Wand User Options.
  4. Success Community.
  5. Online user guide (or Help).
  6. Lineos